GEMWeekly (24 Nov 2023): Thailand, China, Indonesia Macro; TSMC, Baidu, Alibaba
The Global Emerging Markets Weekly provides a summary of the key news and related developments impacting the largest countries and constituents of...
369 Views
TSMC (2330.TT; TSM.US): N2 Technology Is Scheduled in 2025F.
TSMC's N2 technology is currently undergoing verification for a 256Mb SRAM. TSMC N3 technology capacity was 65kwpm in 3Q23. The current version is...
525 Views
Taiwan Dual Listings Monitor: TSMC Premium Slumps; CHT & ChipMOS at Rare Opportunity Levels
In this piece we provide our long and short levels for each dual-listing spread. ChipMOS and CHT spreads are at historically rare levels.
394 Views
TWSE Foreign Holding Weekly (Nov 17th): TSMC, WT, Evergreen Marine, Via Tech, Quanta Computer
We analyzed TWSE foreign holding data for the past week and highlight foreign holding changes in TSMC, Wt, Evergreen Marine, Via Tech, Quanta...
455 Views
TWSE Short Interest Weekly (Nov 17th): Asustek Computer, TSMC, Via Tech, Wistron, Gigabyte Tech
We analyzed TWSE short interest report for the past week and highlight short interest changes in Asustek Computer, TSMC, Via Tech, Wistron,...
384 Views